Here's What $10,000 Invested Equally in SpaceX and Nvidia Could Be Worth in 2030

Impact · against what's priced in

The article provides specific volume targets for the SpaceX partnership, but these figures align with projections that the market is currently refusing to price into NVDA. Because the price explicitly declines the revenue-per-gigawatt escalation and the specific SpaceX partnership gains, this serves as a bullish catalyst for NVDA, though it confirms existing bull-case targets.

NVDA+0.60: Challenges what's priced in
The price assumes: The SpaceX 10-gigawatt partnership generating $120–230 billion in incremental revenue, which sits entirely outside the current price.
The market is not currently paying for the SpaceX partnership; the article provides concrete targets (up to 13GW by 2027) and a spend of $500B to $1T that would directly fuel the incremental revenue the price currently declines.

Here's What $10,000 Invested Equally in SpaceX and Nvidia Could Be Worth in 2030

capex▲18%
data centers▲9%
NVDA▲2%
semiconductors
ai
ai infrastructure
space exploration

Here's What $10,000 Invested Equally in SpaceX and Nvidia Could Be Worth in 2030

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